Veltrix

Veltrix is a finance copilot that a business owner and their accountant share. It connects to tools such as QuickBooks, Xero, Square, HubSpot and Shopify, and answers questions from the connected data. The site says the connection takes 2 minutes with no IT and no CSVs. The footer describes it as secure AI analytics for accountants and their clients, and the product is positioned for owners who want answers without building formulas or dashboards.

Veltrix opens with what matters most, such as high spend, slow collections and anything odd in the books. It flags duplicate charges and numbers that do not add up, and it flags bills slipping past 70 days each time a user logs in. Answers come with a next step, the reports behind them and the source, and any answer can be saved as a dashboard. Connections are read-only, so Veltrix can see the books but cannot change them or move money.

Veltrix is sold on paid plans, with a 14-day free trial before the first paid month. Starter is $49/month and includes 500 AI units/month. Core is $99/month with 1,000 AI units/month and up to 5 users, and Pro is $199/month with 1,500 AI units/month, up to 10 users, unlimited data source integrations and priority support via email and chat. Enterprise is tailored, with a consultation to design the setup. Prices are shown in dollars.

Before buying, check how AI units are used: they are consumed when Veltrix answers questions, creates dashboards or customizes reports. Each plan also caps Deep Thinking analyses, saved dashboards, uploaded files and data sources, with Starter limited to 3 data sources. Team access starts on Core. The supported tools are QuickBooks, Xero, Square, HubSpot, Shopify and Google and Microsoft apps, so Indian buyers should confirm their accounting tool is on the list. Terms are governed by Delaware law.